Navistar ( NAV) was downgraded from Outperform to Market Perform at Wells Fargo. Company is facing many near-term hurdles, Wells Fargo said.

Perrigo ( PRGO) was downgraded at Caris & Co. from Buy to Above Average. Company is facing a weak flu season and continued margin pressure, Caris said.

Parexel ( PRXL) was upgraded at Wells Fargo to Outperform. Sales momentum should continue throughout the year, Wells Fargo said.

Safeway ( SWY) was upgraded at Deutsche Bank from Sell to Hold. Valuation call, based on a $22 price target, Deutsche said.

Toll Brothers ( TOL) was upgraded at Deutsche Bank from Hold to Buy. $30 price target. Company has a strong balance sheet and can continue to grow, Deutsche Bank said.

Stock Comments / EPS Changes

Amphenol ( APH) estimates, target were boosted at Credit Suisse. Shares are now seen reaching $65. Estimates were also increased, given the company's new guidance, Credit Suisse said. Outperform rating.

Blackrock ( BLK) estimates, target were cut at Credit Suisse. Shares are now seen reaching $207. Estimates were also reduced, given a lower international pipeline and higher operating costs, Credit Suisse said. Neutral rating.

Huntington Bancshares ( HBAN) numbers were raised at Guggenheim. Shares are now seen reaching $7. Estimates were also increased, as the company is growing across the board, Guggenheim said. Neutral rating.

IBM ( IBM) numbers were raised at Citigroup. Shares are now seen reaching $235. Estimates were also increased on consistent double-digit EPS growth. Buy rating.

PNC Financial ( PNC) numbers were raised at Morgan Stanley. Shares are now seen reaching $68. Estimates were also increased, as the company is cross-selling more and realizing higher margins, Morgan Stanley said. Overweight rating.

United Rentals ( URI) numbers were boosted at Credit Suisse. Shares are now seen reaching $55. Estimates were also increased, as the company is seeing higher end-market demand, Credit Suisse said. Outperform rating.